See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,224 | $106,584+55.0% | $101,326+63.1% | $142,382+16.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.86% | 36.93%-21.1pp | 36.82%-21.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,109 | $3,956-46.7% | $3,665-42.5% | $4,299-51.0% |
| Participant deferral / active EE | $2,267 | $8,297-72.7% | $7,994-71.6% | $6,507-65.2% |
| Admin fee / account holder | $1,204 | $11,446-89.5% | $11,185-89.2% | $12,624-90.5% |